Patrick Wade Beauchamp

Current Employers

Employment History

• 07/2012 → 02/2018
  Southern Farm Bureau Life Insurance Company
  Jackson, MS
• 11/2017 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Floyd, LA
• 02/2026 → Present
  Gladstone Wealth Partners
  Floyd, VA

Previous Registrations

• 2026-02-02 → 2026-03-18
  Gladstone Wealth Partners
  Floyd, VA
  Palm Beach Gardens, FL
  Zachary, LA
• 2018-01-04 → 2018-02-14
  Invest Financial Corporation
  Zachary, LA
  Floyd, VA
  Zachary, LA

Other Businesses

1. 3/13/2018 - Stone, Houston, Beauchamp & Associates, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2018 - 200 Hours Per Month/8 Hours During Securities Trading. 2. 3/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/01/2018 - 4 Hours Per Month/1 Hour During Securities Trading. 3. 11/17/2021 - BonVue Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2022 - 200 Hours Per Month/130 Hours During Securities Trading. 4. 02/02/2026 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) BonVue Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 02/02/2026 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-02-23

Designations